【BPLANT 5254 交流专区】莫实得种植

dada112

APULA 发表于 22-7-2014 10:56 PM
哇塞。。。那里有这样快，我看要等到过明年三月…。。。。

哈哈哈...好期待。希望在8月会来～

icy97

Type	Announcement
Subject	OTHERS
Description	BOUSTEAD PLANTATIONS BERHAD (“BPB”) STABILISING ACTION IN RELATION TO THE INITIAL PUBLIC OFFERING OF ORDINARY SHARES OF RM0.50 EACH IN BPB (“BPB SHARES”) IN CONJUCTION WITH ITS LISTING ON THE MAIN MARKET OF BURSA MALAYSIA SECURITIES BERHAD
Pursuant to Section 9(2) of the Capital Markets and Services Act 2007, Capital Markets and Services (Price Stabilisation Mechanism) Regulations 2008, AFFIN Investment Bank Berhad, as the Stabilising Manager, has purchased the following BPB Shares: Date of purchase : 22 July 2014 Number of Shares purchased : 1,380,000 BPB Shares Price of purchases : RM1.60 per BPB Share This announcement is dated 22 July 2014.

APULA

rm1.58..........

icy97

Type	Announcement
Subject	OTHERS
Description	BOUSTEAD PLANTATIONS BERHAD (“BPB”) STABILISING ACTION IN RELATION TO THE INITIAL PUBLIC OFFERING OF ORDINARY SHARES OF RM0.50 EACH IN BPB (“BPB SHARES”) IN CONJUCTION WITH ITS LISTING ON THE MAIN MARKET OF BURSA MALAYSIA SECURITIES BERHAD
Pursuant to Section 9(2) of the Capital Markets and Services Act 2007, Capital Markets and Services (Price Stabilisation Mechanism) Regulations 2008, AFFIN Investment Bank Berhad, as the Stabilising Manager, has purchased the following BPB Shares: Date of purchase : 23 July 2014 Number of Shares purchased : 900,000 BPB Shares Price range of purchases : RM1.59 per BPB Share - RM1.60 per BPB Share This announcement is dated 23 July 2014.

lw13

APULA 发表于 23-7-2014 06:25 PM
rm1.58..........

如果跌到1.5,我要大大进场了。

js188

什么好股。。。嘿嘿。。上市不到一个月就跌破发售价，酱麻烦去申请ipo真的是大磷贛。

icy97

BOUSTEAD PLANTATIONS BERHAD

Type	Announcement
Subject	OTHERS
Description	BOUSTEAD PLANTATIONS BERHAD (“BPB”) STABILISING ACTION IN RELATION TO THE INITIAL PUBLIC OFFERING OF ORDINARY SHARES OF RM0.50 EACH IN BPB (“BPB SHARES”) IN CONJUCTION WITH ITS LISTING ON THE MAIN MARKET OF BURSA MALAYSIA SECURITIES BERHAD
Pursuant to Section 9(2) of the Capital Markets and Services Act 2007, Capital Markets and Services (Price Stabilisation Mechanism) Regulations 2008, AFFIN Investment Bank Berhad, as the Stabilising Manager, has purchased the following BPB Shares: Date of purchase : 24 July 2014 Number of Shares purchased : 2,500,000 BPB Shares Price range of purchases : RM1.58 per BPB Share - RM1.60 per BPB Share This announcement is dated 24 July 2014.

icy97

BOUSTEAD PLANTATIONS BERHAD

Type	Announcement
Subject	OTHERS
Description	BOUSTEAD PLANTATIONS BERHAD (“BPB”) STABILISING ACTION IN RELATION TO THE INITIAL PUBLIC OFFERING OF ORDINARY SHARES OF RM0.50 EACH IN BPB (“BPB SHARES”) IN CONJUCTION WITH ITS LISTING ON THE MAIN MARKET OF BURSA MALAYSIA SECURITIES BERHAD
Pursuant to Section 9(2) of the Capital Markets and Services Act 2007, Capital Markets and Services (Price Stabilisation Mechanism) Regulations 2008, AFFIN Investment Bank Berhad, as the Stabilising Manager, has purchased the following BPB Shares: Date of purchase : 25 July 2014 Number of Shares purchased : 2,550,000 BPB Shares Price range of purchases : RM1.58 per BPB Share – RM1.60 per BPB Share This announcement is dated 25 July 2014.

icy97

莫实得种植 稳价机制结束

财经新闻 财经  2014-07-27 11:19
（吉隆坡26日讯）莫实得种植（BPLANT，5254，主板种植股）宣布，艾芬投资银行已完成价格稳定机制承销商（Stabilizing Manager）职责，即日起卸下该职务。

莫实得种植向马交所报备，艾芬投行从6月26日至7月25日，以介于1.58令吉至1.60令吉的价格，购入了莫实得种植3834万5100股，为该股护盘。

周五最后一笔交易，是以每股1.60令吉完成。

艾芬投行也执行了超额配售选择权（over-allotment option），卖出莫实得种植2565万4900股股票。

艾芬投行会把在价格稳定机制下购得的股票及售股所得资金，全数归还给莫实得种植。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	BOUSTEAD PLANTATIONS BERHAD (“BPB” OR “COMPANY”) CESSATION OF STABILISING ACTION IN RELATION TO THE INITIAL PUBLIC OFFERING OF ORDINARY SHARES OF RM0.50 EACH IN BPB (“BPB SHARES”) IN CONJUNCTION WITH ITS LISTING ON THE MAIN MARKET OF BURSA MALAYSIA SECURITIES BERHAD (“BURSA SECURITIES”) (“IPO”)
We refer to the announcement dated 23 June 2014 in relation to the stabilising action in relation to the IPO. Pursuant to Section 9(3) of the Capital Markets and Services Act 2007, Capital Markets and Services (Price Stabilisation Mechanism) Regulations 2008, AFFIN Investment Bank Berhad (“AFFIN Investment”) as the stabilising manager (“Stabilising Manager”), hereby announces that the last date of the stabilising period is 25 July 2014. AFFIN Investment, Maybank Investment Bank Berhad, Credit Suisse Securities (Malaysia) Sdn. Bhd., AmInvestment Bank Berhad and CIMB Investment Bank Berhad (collectively, the “Placement Managers”), being the Placement Managers for the IPO, had over-allotted 64,000,000 BPB Shares to the institutional investors. During the stabilising period between 26 June 2014 and 25 July 2014, the Stabilising Manager had undertaken stabilising actions whereby a total of 38,345,100 BPB Shares were purchased at a price range of between RM1.58 per BPB Share to RM1.60 per BPB Share. The last purchase was made on 25 July 2014 at a price of RM1.60. On 25 July 2014, the Stabilising Manager, on behalf of the Placement Managers, had exercised the over-allotment option for a total of 25,654,900 BPB Shares granted by Boustead Holdings Berhad (“Selling Shareholder”) over the entire 64,000,000 BPB Shares. The 38,345,100 BPB Shares purchased under the price stabilisation action and the net proceeds from the sale of the 25,654,900 BPB Shares in relation to the exercise of the over-allotment option will be returned to the Selling Shareholder. This announcement is dated 25 July 2014.

APULA

icy97 发表于 26-7-2014 11:48 PM
莫实得种植 稳价机制结束

财经新闻 财经  2014-07-27 11:19

哦。。。。如有好价錢再殺你。。。。

我是木匠

稳定机制没有了，是机会还是陷阱呢??
假如棕油价格一直低迷下去。。。。。不知道幸还是不幸的，手头刚刚好有4000股。

APULA

我是木匠 发表于 30-7-2014 10:43 PM
稳定机制没有了，是机会还是陷阱呢??
假如棕油价格一直低迷下去。。。。。不知道幸还是不幸的，手头刚刚好 ...

不要怕，我们要能守也要能攻。。。。如再跌就再买！

dada112

可能还会再低，做好心理准备...1.500

lw13

我觉得1.53应该才进场。哈哈

hasper

不懂几时才会起。。。

hasper

有什麽消息？

marll

Boustead Plantations - Plantation estates for free, anyone?
Date: 06/08/2014
http://klse.i3investor.com/servlets/ptres/24359.jsp

Initiate with a BUY with a SOP-TP of MYR2.16; +37% upside.

Boustead Plantations (BPLANT) trades at approximately half its RNAV of MYR3.08/sh; it is deep in value.

~60k ha estates are for free as current share price merely reflects the value of ~11k ha with development potential.

A pure Malaysian upstream plantation player
BPLANT is one of largest listed oil palm planters in Malaysia with ~71k ha of oil palm planted area spread across Peninsular Malaysia (38%), Sabah (37%) and Sarawak (25%). Operationally, it has an average tree age profile of ~14-years old and its estate performance (ex-Sarawak) is on par with national average.

MYR2.96b value for land with development potential
Due to its long history, BPLANT has ~11k ha of strategic estates located in Selangor, Johor, Penang, Kedah and Perak that are ripe for property development. By our estimate, these lands have a market value of MYR2.96b, which exceeds BPLANT’s market cap of ~MYR2.5b. Investors are getting its plantation estates for free.

32% CAGR in 2013-16 net profit
BPLANT plans to increase its planted area by 20k ha (+28%) in 5 years, backed by its estimated low net gearing of ~11% post listing. Even without new acquisitions or estate divestments, we estimate that BPLANT will enjoy 32% core net profit CAGR over 2013-16.

Initiate with BUY, SOP-TP of MYR2.16
BPLANT currently trades at an attractive EV per planted ha of ~MYR41k even without adjusting for its property development potential. We estimate BPLANT’s RNAV at MYR3.08/sh but peg our TP at MYR2.16/sh by attaching a 50% discount to its land value. Our MYR2.16/sh TP implies a 2015 PER target of 23.1x.

Source: Maybank Research - 6 Aug 2014

APULA

逾萬公頃地市值近30億 寶實得種植遭低估
財經股市6 Aug 2014 20:34
http://www.chinapress.com.my/node/549561

券商：馬銀行投銀
目標價：2.16令吉

寶實得種植（BPLANT，5254，主要板種植）估值吸引，目前以半數每股重估凈資產值（RNAV）進行交易，我們因而給予“買進”評級。

我們預計每股重估凈資產值為3.08令吉，但目前只以半數的每股重估凈資產值（即1.60令吉左右）交易，估值很低。

作為我國純上游種植業者，該公司已種植約7萬1000公頃油棕，平均樹齡約14年。

隨著凈負債率（net gearing）在上市后降低至11%低水平，公司計劃將已種植地段，在未來5年內，增加28%或2萬公頃。

就算公司沒有新的收購，或脫售任何園丘，相信2013至2016財年淨利的年複成長率（CAGR）仍可達32%。

值得一提的是，公司在雪蘭莪、柔佛、檳城、吉打及霹靂，共有約1萬1000公頃土地，或用作房地產發展。

我們估計，有關土地市值達29億6000萬令吉，比公司約25億令吉市值來得高。

根據2015年本益比預測23.1倍，我們給予目標價格2.16令吉，提供37%上漲空間。

寶實得種植週三（6日）閉市報1.63令吉，上升5仙，成交量844萬6900股。

dada112

APULA 发表于 6-8-2014 11:25 PM
逾萬公頃地市值近30億 寶實得種植遭低估

爽到～～但是才有230lot........

我是木匠

很奇怪，有人看到起就说什么庄在炒啊，放消息出来准备炒一轮。